Stay informed on all the events and network opportunities with the Financial Planning Association of San Francisco Newsletter.
| NEXT MEETING:
Tuesday, August 11, 2015 11:30 am – 1:30 pm The City Club, 155 Sansome Street, San Francisco Topic: Extending Philanthropy Through Impact Investing Speaker(s): Elizabeth Stelluto, Chief Growth Officer, ImpactAssets Program Description: Do you know your clients’ charitable goals? Many advisors strive to be the go-to resource for all things in their clients’ financial lives. Vital to that is a specific focus and discussion of clients’ values and philanthropic goals. A focus on philanthropy as a fundamental aspect of wealth management and estate planning can set you apart from the competition. Your relationships with clients becomes less about returns and more about their higher aspirations, lifestyle and community impact. Continue reading here
*This topic has been approved by the CFP Board for 1.0 hour of CE credit.
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| Upcoming Events
5:00 pm – July 22, 2015 Topic: Wind Down Wednesday Social Mixer Location: Americano, 8 Mission Street, San Francisco, CA No RSVP Required 11:30 am – August 11, 2015 Topic: Extending Philanthropy Through Impact Investing Speaker: Elizabeth Stelluto, Chief Growth Officer, ImpactAssets Details/Register
August 13-16, 2015 Topic: Far West Roundup Location: UC Santa Cruz Details/Register 4:00 pm – September 8, 2015 (6:00 pm – Member Appreciation Event) Topic: Robo-Advisor Speaker(s): TBD Please visit the chapter’s website for additional information on the above events. Upcoming Allied Professional events can be viewed here.
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| Chapter News
Access Exclusive Member Benefits Today Did you know that FPA offers members a wide range of exclusive discounts on various services, programs and products designed to help you in your work and business? The FPA Member Discount Program is a unique offering for members to access great deals by some of the best program and service providers in – and out – of the financial services industry. Access the FPA Member Discount Program today to get deals on services and products for back office support, technology, marketing, insurance, education, research and much more.
And don’t just take our word for it, this is what FPA member Brian Fricke, CFP® has to say about the program: “A great way to support the mission and vision of FPA is by taking advantage of the FPA Member Discount Program. I’m not responsible for most purchasing decisions in my business, but I do make sure those that are responsible know about this great member benefit!”
FPA BE Boston 2015 Conference – 9/26/15 – 9/28/15 Advance Registration Ends on August 14th! FPA’s Annual Conference is the largest gathering of CFP® professionals featuring the best minds in financial planning. Attendees, speakers and partners are among the most innovative folks in the industry who come together to connect and share freshest ideas. The conference is built around sharing practical knowledge and strategies for attendees take back to their practice for immediate implementation. (Chapter Members: Use promo code AFBE15 and receive $50 off! Plus the chapter also receives a $50 rebate back to the chapter!) Register Here
Sponsor Circle Be sure to check out our website for the Sponsor Circle page under the Sponsor tab. This page has webcasts, articles, white papers and videos selected by our sponsors which may be of interest to you. Check it out!
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| Investment News Women Adviser Summit November 5, 2015
FPA of SF and Investment News have come together to give our members a big discount on the November 5th Investment News Women Adviser Summit! Get the insight you need to invest in your business, your brand and yourself. Enter the promo code “FPA” when you register at http://www.investmentnews.com/section/event?eventID=WAS |